Noyes v. Gerard

105 P. 1017, 40 Mont. 190, 1909 Mont. LEXIS 159
CourtMontana Supreme Court
DecidedDecember 24, 1909
DocketNo. 2,735
StatusPublished
Cited by27 cases

This text of 105 P. 1017 (Noyes v. Gerard) is published on Counsel Stack Legal Research, covering Montana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Noyes v. Gerard, 105 P. 1017, 40 Mont. 190, 1909 Mont. LEXIS 159 (Mo. 1909).

Opinion

MR. CHIEF JUSTICE BRANTLY

delivered the opinion of the court.

While the statement sets forth in form three questions for decision, they are all, in substance, the same, and may be incorporated in the single inquiry, to-wit: Is the instrument in question “entirely written, dated, and signed by the hand of the testator himself,” so as to constitute it a valid holographic will within the rule prescribed by the statute? Section 4727 of the Revised Codes declares: “A holographic will is one that is entirely written, dated and signed by the hand of the testator himself. It is subject to no other form, and may be made in or out of this state, and need not be witnessed.”

It is conceded by the plaintiff that the writing meets all of the requirements, except that the figures “190—,” in the designation of the year in the date, are printed, and this he insists renders it invalid. The purpose of the provisions touching wills with witnesses “and the rule of construction applicable are stated in the decision in Re Noyes’ Estate, supra. What is there said applies with equal force to the provision under consideration here, for it is mandatory, in its terms, the purpose of it is the same, and the necessity to meet its requirements is equally imperative.

The contention of defendant is that the date is material only as a means of identification and as an aid to the court in determining the authenticity of the will, and that, since there is no question here either as to the identity of the testator or as to the authenticity of the will, it is wholly unimportant that the figures “190—” are not in the handwriting of the testator. If, he says, these figures were omitted, the date would be “Feb. 23, -3,” thus bringing the writing within the decision in the case of Estate of Sullivan, 130 Pa. 342, 18 Atl. 1120, cited in the note to the text on page 149 of 1 Williams on Executors. There the entire will was as follows: “March 4. Will my Properti to my weif my death. John Sullivan.” [196]*196Upon examination of the case itself we find that the form of the writing was not in any way involved, the only question determined being the capacity of the testator. The decision is therefore not in point. The case of McMichael v. Bankston, 24 La. Ann. 451, is cited. In this case the action was brought by the heirs of McMichael to cancel the holographic will of their father, on the ground that it was not all written by him. It appeared that two words had been inserted in the body of the instrument by some person other than the testator. The court held that, since the meaning of the testator was apparent without the inserted words, it would, under a provision of the code relating to procedure on probate of wills," consider them as not written, and therefore as not impairing the validity of the will. The case does not touch the point at issue. The ease of Gaines v. Lizardi, 9 Fed. Cas. 1042, No. 5175, is not entirely in point. As appears from the statement of the case, this was an action brought as an adjunct and means of defense to other suits to recover real estate in which the owner rested her title upon a holographic will; the substantial allegation being that the will had been admitted to probate upon false and Insufficient evidence. The will had been lost or destroyed. Upon proof that it had been executed according to the requirements of the statute, that the testator had not destroyed or revoked it, and that the petitioner had by its terms been made the sole legatee, it had theretofore been admitted to probate by the proper court in Louisiana, the place of testator’s residence. (Clark’s Succession, 11 La. Ann. 124.) The contention was that it had not been shown at the time of its admission to probate to have been properly dated, in that the day of the month was not mentioned. The federal court held that the evidence, though not specific and definite as to the particular day of the month, was sufficient to warrant the conclusion that the Louisiana court had found that it bore date on a particular day, and, in any event, that, inasmuch as it justified the conclusion that it did bear date upon one of the days of the month mentioned, it was sufficient. Both the federal and the state courts recognized the rule that the requirements of the statute, as to the [197]*197form of the instrument, must be strictly complied with in order to give it validity. In the case of In re Skerrett, 67 Cal. 585, 8 Pac. 181, the deceased in his lifetime executed and acknowledged a deed purporting to convey certain property to his sister. The deed was dated April 26, 1881, and acknowledged on the following day. The deed was never delivered, and hence could not take effect. It was- not testamentary in character, and therefore could not have the effect of a will. A copy of it was found among the papers of the deceased in an envelope, together with an undated letter addressed to the sister. The letter showed a clear intention, expressed in the handwriting of the testator, that the sister should have the property. The time when the copy of the deed was made did not appear, nor did it appear when the letter had been written, except that it had evidently been written after the execution of the deed. The court held that the two documents constituted one instrument and was a completed will, the copy of the deed furnishing the date, and the letter the character of it. This case is cited with approval in Estate of Fay, 145 Cal. 82, 104 Am. St. Rep. 17, 78 Pac. 340, wherein it was held that a writing, otherwise sufficient in form, was not rendered invalid by the fact that in the date the year was stated as “1859”; whereas, it should have been “1889.”

These cases in principle.support defendant’s contention; but they seem clearly to ignore the rule prescribed by the statute, and,, as we shall presently see, are not upheld by the decisions of the same court. In Estate of Knox, 131 Pa. 220, 17 Am. St. Rep. 798, 18 Atl. 1021, 6 L. R. A. 353, cited by the defendant, nothing further is decided than that the signature required is the one customarily used by the testator, and that, since the testatrix had signed the will in question by the name she habitually used, though it was only her first name, it was a sufficient signing. In Toebbe v. Williams, 80 Ky. 661, the testator had written, dated, and signed a document as his will. He, afterward went to an attorney and asked him to suggest such verbal corrections as he thought advisable. The attorney made four unimportant changes in pencil by interlineation and at the [198]*198ends of the lines, and also by running his pencil through certain words. He also informed the testator that a will written wholly by the maker did not require witnesses, but that a will not so written must be witnessed, and gave him a form of attestation. After the testator’s death the paper was found, bearing an unsigned attestation clause. The probate of this document being contested on the ground that it was not a completed will, the court held that it was such a will, although the testator, through mistake of law, thought it was not. In Estate of Fay, supra, the court said: “The date is not the material thing, although made necessary by the statute. It is a means of identification and aids in the authenticity of the will; but the main and essential thing is that the will be wholly written and signed by the hand of the testator.” In an extended note to this case, after commenting upon a number of cases, and citing Estate of Clisby, 145 Cal. 407, 104 Am. St. Rep. 58, 78 Pac.

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Bluebook (online)
105 P. 1017, 40 Mont. 190, 1909 Mont. LEXIS 159, Counsel Stack Legal Research, https://law.counselstack.com/opinion/noyes-v-gerard-mont-1909.